Assigning tasks to multiple admin users is a great feature for teams who are working together to stay connected with donors. On the other hand, if you need an organized list of to-do's or reminders, you can assign a task to yourself.

All created tasks can be found by going to Tools, then Tasks.

Assigning a task to yourself

Select the Add New button at the top of the left sidebar, and select Task.

When you get to the For field, there will be a list of admin users to choose from. To select multiple users at the same time, it takes. a simple keystroke:

On a PCHold down the control (CTRL) key while you click on multiple users.

On a MacHold down the command key while you click on multiple users.

After you've successfully assigned the task and save it, the task will live on each admin's user. Once a task is completed by any of the admins assigned to it, all users will have the task removed from their queue as well.